Learn

Sign into your products Sign in to manage account

Client experience: Gather on mobile

Show all hidden content.

This article outlines the Gather experience for clients using a mobile device.

Review the following sections to learn about the client experience for accessing, signing, and uploading documents in Gather request. The steps outlined may or may not be available, or may appear in a different order, depending on the Gather settings defined by your tax firm.

note

Organizers can't be completed on a mobile device. The client must use a desktop computer.

Only signing engagement letters, completing custom questions, and uploading source documents are supported.

If there are no engagement letters to sign or documents to upload, Gather directs the client to sign in on their desktop to complete the request.

Initial Email

The client receives an email with a link to the designated tax Gather request. All emails come from noreply@safesendreturns.com.

Select Let's Get Started
to open the Gather request.

Start page

The start page shows the firm's logo and the name of the client.

Select the More
menu to:

View the contact person for your tax firm.

Update your profile information.

Logout.

Select the Mail
icon to view a message from your tax firm.

Select Get Started
to proceed to authentication.

Authentication

Select the Send Code
button. This sends a code to your email address or mobile device.

Enter the 6 or 8-digit access code.

Select Confirm
to proceed to the Welcome Page
.

Welcome page

A notification advises the taxpayer to switch to a laptop or desktop to complete their organizer.

Select Ok
to proceed.

Engagement letter

The client can choose to decline signing or select Next
to skip signing and complete it later. This option may or may not be available based on your firm's settings.

note

If the firm requires signing or the organizer includes fillable fields, the Decline
option won’t be available. To go to a different step, select a section at the beginning of the page. You can return to the Sign
section to complete signing at any time.

Select the Start
arrow to go to the 1st signature block.

Select the signature block to open the

Signature

window.

Type out or draw your signature.

Select Apply
to use this selected signature for all signature fields.

Use the Next
arrow to go to your next signature.

Select the Next
button once all signature fields are completed to continue.

Enter or confirm the Spouse's email address (if necessary).

Select Save & Continue
.

Custom questionnaire

Complete the Questionnaire
in the Answer
section if included. This option may or may not be available based on your firm's settings.

Answer the questions provided by your tax preparer.

You may receive the following question types:

Yes/No - These may have follow-up questions as well.

Short Answer.

Multiple Choice.

Select Save & Close
to continue later.

Select Next
to mark the questionnaire as completed.

note

The questionnaire can't be revisited if this option is selected.

Upload source documents

After completing signing, you are directed to Upload
documents. This option may or may not be available based on your firm's settings.

A list of requested files is displayed to help you determine what documents are needed. After the documents are uploaded, our Gather AI application recognizes and categorizes many of the documents. It may take a few minutes for the process to complete.

note

Supported file types include PDF, DOC, Excel, PNG and JPEG. Other file types can't be uploaded.

Only PDF and image files go through document recognition with Gather AI.

File names must be 200 characters or less.

Encrypted or password-protected documents should not be uploaded.

Select Upload Files
to select files to upload.

Review
your document upload progress.

Recognized requested documents display a green checkmark.

Unrecognized documents are listed as Uploaded Files
.

Select Save & Close
to continue later.

Select Finish
to mark the upload process as complete.

Completion

To complete the organizer, it must be accessed on a desktop, laptop, or tablet and filled out.

note

Organizers can't be completed on a mobile device.

This article applies to:

Product: safesend
Subject: AI
Audiences: Client

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Success stories

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Highlights

Help

Learn

Client experience: Gather on mobile

This article applies to:

Related Content